Talmud
0.43%May 07 | MyPlanIQ portfolio symbol P_76649

Buy and Hold (Annually Rebalance)
Stocks VTMSX 33.4%
REITs VGSIX 33.3%
Debt VBMFX 33.3%

Simulated from 04/14/1999

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From 04/14/1999 to 05/07/2024, the worst annualized return of 3-year rolling returns is -8.1%.

From 04/14/1999 to 05/07/2024, the worst annualized return of 5-year rolling returns is 0.83%.

From 04/14/1999 to 05/07/2024, the worst annualized return of 10-year rolling returns is 6.36%.